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    Loan Review Services to Identify and Address Risk Faster

    We understand that lenders and servicers face unique challenges in the current regulatory environment, including mandated quality control and reporting requirements, expansive technological integration, and an ever-changing regulatory landscape. That’s why our team of loan review experts is here to help you navigate these challenges with ease.


    At Oakleaf, we’ve built a deep base of experience and specialized knowledge through our analysis of over 53,000 loans. Our loan review specialists provide unbiased portfolio-quality loan level analyses to support your consulting and litigation cases. We cover most loan programs, including conventional, FHA, VA, HELOC, jumbo, modified, seasoned, QM, and non-QM. Our customized loan review services, along with our expert consultants’ ability to combine review capabilities and mortgage data analytics, provide actionable intelligence enabling clients to develop solutions that address deficiencies identified in the loan review process.

    At Oakleaf, we’ve built a deep base of experience and specialized knowledge through our analysis of over 53,000 loans.

    Our loan review services are designed to help you identify and address risk faster. We offer a range of loan review service offerings, including origination and servicing loan file reviews, non-performing and re-performing loan reviews, quality control reviews, forensic reviews, loan review planning and management, and data intake and organization. Our advanced methodology and technology-based approach ensure that we provide the unique solutions our clients need to stay ahead of the curve.


    So if you’re looking for loan review services that can help you identify and address risk faster, look no further than Oakleaf. Our team of loan review experts is here to help you navigate the challenges of the current regulatory environment with ease.


    • Origination & servicing loan file reviews
    • Non-performing & re-performing loan reviews
    • Quality control reviews
    • Forensic reviews
    • Loan review planning & management
    • Data intake & organization


    Who We Are

    The Oakleaf Group is a Washington DC-based, management consulting firm focused exclusively on the financial services, banking, and mortgage industries. Our team consists of industry subject matter experts, risk management professionals, and technologists who work together to help solve our clients’ toughest problems. Oakleaf strives to enhance the financial and regulatory industry with data-driven, model-informed, analytics-enabled, and operationally rigorous services and solutions.


    See Who We Are  |  Meet Our Leadership Team

    Related Case Studies

    As a mortgage and financial services consulting firm, we assist companies throughout the mortgage and financial services industries, including banks and non-bank mortgage firms, GSEs, regulators, government agencies, law firms, insurance companies, asset managers, hedge funds, and other financial institution clients. We work closely with management to identify and prioritize challenges, and we apply deep industry expertise that drives performance, resulting in performance transformation across the organization.


    See how we support our clients and their teams in tackling their most complex matters. Or contact us if you want to discuss anything further.

    Join Our Team

    Our work touches on all aspects of financial and mortgage consulting, including consulting and advisory, loan review, regulatory and compliance, modeling and analytics, litigation support, and talent support.


    We are always looking for great talent: people who can bring new perspectives and experiences to our team. Take a look at our available positions and see if Oakleaf seems like the right place for you.

    Contact Us

    From the C-suite to the field, we partner with clients to help them solve their toughest financial and mortgage-related issues. Contact Oakleaf for your business.


    Looking for a new career at Oakleaf? See Careers.

    We Do Things Differently

    A Trusted Partnership that Delivers Real Results.

    Our approach to client engagement has been perfected over fifteen years to ensure a solid foundation toward our clients’ short- and long-term goals. We work to fully understand your organization and design an effective combination of services that support your vision.

    We pull from multiple disciplines and recognize the privilege it is to work on key issues with our clients. We’re special made to help you compete in a complex world.